someone at work recently left and someone replaced them and I hadn’t thought anything about it until I started thinking about all the records assigned to this user?
Interestingly you cannot delete users in CRM 2011 you can only de-active them.
so I know had to find out how to reassign the records from one user to another.
To do this you need to go to the user record in
SETTINGS –> ADMINISTRATION –> USERS
open the user record and you will notice there is a Reassign button
One you press reassign button you can then choose who you want to reassign the records to.
Before you start assigning records you should take a bit of time to consider the effect this might have. This button will reassign all records, historical, closed, everything.
Assigning records might change some reports if the user was a sales person etc.
This blog post goes into the potential problems in more detail and I would advise reading it, just so you are informed of the potential banana skins